Add a Client

Use the [Client Name] tab to add a client to Exchange Manager. The [Client Name] tab includes several tabs for configuring the client.

Note: If a client uses different criteria for import and export files, create a separate client for each configuration.

To add a client

1. In the Navigation pane, click Clients.

2. In the Clients pane, right-click the folder where you want to add the client.

3. Click Add and then click Add Client. The system creates a client.

4. Type over the "New Client" label, and then press Enter.

5. Double-click the client name. A tab appears in the Information pane with the name of the new client.

6. Complete the information on the General, Import Files, and Export Files tabs. For more information, see General Configuration, Import Files, and Export Files.

Related Topics

General Configuration

Import Files

Export Files

Client Configuration